Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors DFA GLOBAL REAL ESTATE SECURITES in their Schedule of Assets, totaling $28K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | U.S. MONEY RESERVE, INC. DBA U.S. RARE COIN & BULLION RESERVE U.S. MONEY RESERVE 401(K) PLAN | AUSTIN TX | 409 | $16.3M | $20K |
| 2 | MONICA PERLMAN, MD, INC. MONICA PERLMAN, MD, INC. 401(K) PLAN | LA JOLLA CA | 386 | $7.2M | $8K |
